Services

find out how we can save you tax dollars
 TAX PLANNING
TAX PLANNING
TAX PLANNING

Unlike others who only “project” the tax you will owe (and call it a day) we take time to proactively plan your tax strategy to save you tax dollars now and in the future.
Read the details in the Tax Planning section.

Read More
Tax Coaching
Tax Coaching
Tax Coaching

Our tax coaching program take the tax plan we develop  and guides you through the implementation and an ongoing review for additional tax savings strategies.

Read More
Tax Preparation
Tax Preparation
Tax Preparation

Our firm works hard to provide exceptional results for clients in all areas of financial coaching.  We do offer traditional tax and accounting services that you’d expect a firm like ours to offer.

Read More
TAX PLANNING

Unlike others who only “project” the tax you will owe (and call it a day) we take time to proactively plan your tax strategy to save you tax dollars now and in the future.
Read the details in the Tax Planning section.

TAX COACHING

Our tax coaching program take the tax plan we develop  and guides you through the implementation and an ongoing review for additional tax savings strategies.

TAX PREPARATION

Our firm works hard to provide exceptional results for clients in all areas of financial coaching.  We do offer traditional tax and accounting services that you’d expect a firm like ours to offer.

Testimonials

read what our clients say about us

Proactive Tax Planning

can save thousands of dollars a year

Save on Taxes
pay-no-taxes
save $$
With some advance planning you can save thousands of dollars over the years with Proactive Tax Planning. Call to set up your Free Tax Diagnosis today.

READ OUR LATEST BLOG POSTS

always an interesting story
BlogSeptember 20, 2017

Sink Your Teeth Into This One

“You better cut the pizza in four pieces because I’m not hungry enough to eat six.” Yogi Berra The calendar is full of little-known commemorations that probably escape your attention, and this month is no exception. Some of them are just silly, like September 19’s International Talk Like a Pirate Day. (Although, really, if you […]

Read more
BlogSeptember 13, 2017

Help With Help

Ordinarily, we use this space for lighthearted stories that poke fun at the tax system and some of the clever ways that people endeavor to make it work for them, successfully or not. But the recent stories coming out of Harvey-ravaged Texas and Irma-ravaged Florida suggest a more serious tone for a change. Today, we’re […]

Read more
BlogSeptember 6, 2017

$50 Million, Hut!

The 2017 college football season kicked off this week, and for most people that means talk of pre-season polls, Heisman trophy hopefuls, and BCS championship prospects. But we’re not “most people,” are we? So today we’re going to ignore all that boring on-field action and see how one coach’s financial advisors lined up the X’s […]

Read more
Schedule an Appointment

Schedule an Appointment